The Tasks List View brings a variety of upgrades aimed at enhancing task management and tracking within your account. Featuring advanced filters, flexible view options, and a user-friendly design, it simplifies the way you organize and stay on top of your tasks.
Feature 1 - Accessing the Tasks List View
- Navigate to Contacts > Tasks from the main menu.
- Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.
Feature 2 - Creating a new task
- Click + Add Task in the top-right corner.
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Fill in the following fields:
- Title: Add a brief description of the task.
- Description (optional): Provide additional details about the task.
- Due Date and Time: Set a deadline for the task.
- Recurring Task (optional): Toggle on to create a task that repeats based on a custom schedule.
- Contact (optional): Assign the task to a specific contact.
- Assignee (optional): Assign the task to a team member.
- Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.
Feature 3 - Managing Tasks
- Edit Fields: Use the pencil icon in the Actions column or click on the title of the task to modify task details.
- Delete Tasks: Select a task and click Delete. Deleted tasks can be restored within two months.
- Bulk Actions: Select multiple tasks and perform bulk actions such as marking tasks as done or deleting them.
Deleted tasks can be restored within a span of 2 months.
Feature 4 - Advanced Filters
Click Advanced Filters to narrow down tasks by:
- Assignee
- Status (All, Due Today, Overdue, Upcoming)
- Due Date
- Custom fields (if applicable)
Feature 5 - Sorting Options
Click Sort to reorder tasks based on:
- Due Date
- Title
- Created At
- Updated At